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CRM Basics

How to add, edit, customize, and delete fields inside Gmail using DropResponder.

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    How to Access Your CRM

    1. With the left navigation in Gmail expanded, click on 'My Leads' or any other custom Collection you have setup.
    2. This will open up the CRM with the list of contacts associated with that collection.

    How to Add New Fields

    Step 1

    1. Scroll to the for right inside your collection
    2. Click the "+" sign on the furthest right column

    Step 2

    1. Choose the type of field you'd like to add in the dropdown
    2. Give your new field a descriptive name
    3. Click "Add"

    Different Types of Fields

    • Text
    • Select - allows for which is great for lead status and other grouping features
    • Date
    • Email
    • URL 
    • Checkbox
    • Google Drive

    Edit Field Options

    1. Select the down arrow in the respective column header
    2. Click "Settings"
    3. Add new options or make changes to your current options

    Reorder Fields

    1. If you want to move columns from left to right, simply click on the left or right arrows seen just to the left of the down arrow.